City
Wealth management firms in Tulsa, Oklahoma
As of October 2, 2026, 59 wealth management firms, including broker-dealer firms, with their main office in Tulsa, Oklahoma reported $16.0 billion in regulatory assets under management; the largest by assets was Trinity Strategic Wealth, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 59
- Regulatory assets under management
- $16.0 billion
- Average per firm
- $272.0 million
- SEC-registered, of those listed
- 31 of 59 (52.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Trinity Strategic Wealth | SEC | $1.5 billion | 5,431 |
| 2 | Gibraltar Capital Management, Inc. | SEC | $1.3 billion | 2,041 |
| 3 | Allegiant Wealth Advisors, LLC | SEC | $1.2 billion | 104 |
| 4 | Bok Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.1 billion | 3,330 |
| 5 | The Advisory Resource Group, LLC | SEC | $926.6 million | 2,410 |
| 6 | Warburton Capital Management, LLC | SEC | $786.6 million | 1,265 |
| 7 | Cadent Capital Advisors, LLC | SEC | $785.8 million | 1,584 |
| 8 | Bridgecreek Financial Group | SEC | $649.9 million | 103 |
| 9 | Hogantaylor Wealth | SEC | $592.8 million | 1,294 |
| 10 | The Legacy Financial Group, Inc. | SEC | $590.7 million | 1,510 |
| 11 | Everpar Advisors LLC | SEC | $587.8 million | 937 |
| 12 | Scissortail Wealth Management, LLC | SEC | $568.2 million | 2,566 |
| 13 | Melia Wealth LLC | SEC | $560.1 million | 2,478 |
| 14 | Council Oak Wealth Advisors | SEC | $529.4 million | 1,115 |
| 15 | Pinnacle Investment Advisors | SEC | $508.3 million | 496 |
| 16 | Burkholder Wealth Management | SEC | $379.9 million | 920 |
| 17 | Olistico Wealth, LLC | SEC | $371.5 million | 405 |
| 18 | Oath Planning, LLC | SEC | $284.7 million | 1,104 |
| 19 | Sustainable Advisors Alliance LLC | SEC | $234.8 million | 1,080 |
| 20 | Drawbridge Capital | SEC | $224.6 million | 979 |
| 21 | Robert Stephen Capital Management LLC | SEC | $219.1 million | 188 |
| 22 | J M Brown Financial Partners | SEC | $202.1 million | 971 |
| 23 | Summit Wealth Group, LLC | SEC | $182.5 million | 824 |
| 24 | Meliora Capital | SEC | $174.8 million | 246 |
| 25 | Sageoak Financial, LLC | SEC | $174.8 million | 690 |
| 26 | Fredric E. Russell Investment Management Co. | SEC | $137.5 million | 135 |
| 27 | Longbow Asset Management | SEC | $134.4 million | 437 |
| 28 | 10ELMS LLP | SEC | $120.6 million | 182 |
| 29 | Tao Private Wealth, LLC | SEC | $104.2 million | 324 |
| 30 | Chartmark Investments, Inc. | State | $87.6 million | 137 |
| 31 | Cathedral Square Capital | State | $86.8 million | 108 |
| 32 | Everwealth | State | $81.7 million | 247 |
| 33 | DBA Upal or United Professionals Assoc. Ltd. | State | $79.5 million | 132 |
| 34 | Regent Wealth Management, Inc. | State | $75.7 million | 164 |
| 35 | Integra Private Wealth Management, LLC | State | $65.6 million | 46 |
| 36 | Step by Step Financial, LLC | State | $62.9 million | 234 |
| 37 | C.E.C. Wealth Management | State | $60.9 million | 272 |
| 38 | Coachwise Financial Solutions, Inc. | State | $55.2 million | 395 |
| 39 | Ameritrust Investment Advisors Inc | State | $52.4 million | 178 |
| 40 | Maxwell and Morse Capital Management, Inc. | State | $45.4 million | 191 |
| 41 | Odingard Capital Management | State | $34.2 million | 45 |
| 42 | Cone Wealth Management | State | $29.7 million | 256 |
| 43 | Sandman Wealth Management | State | $18.7 million | 101 |
| 44 | Gibbens Capital Management | State | $15.6 million | 12 |
| 45 | FG Wealth Management | State | $14.4 million | 46 |
| 46 | Collective Wealth, LLC | State | $11.6 million | 48 |
| 47 | Greater Works Wealth | State | $9.6 million | 80 |
| 48 | Tines Capital, LLC | State | $5.0 million | 100 |
| 49 | Oak Creek Private Wealth Management LLC | SEC | $4.3 million | 11 |
| 50 | Empower Financial Advisors, LLC | State | $2.6 million | 5 |
| 51 | Wingate Capital Advisors LLC | State | $2.4 million | 35 |
| 52 | Northpoint Wealth Financial Services, LLC | State | $2.0 million | 19 |
| 53 | Realm Financial Planning | State | $193,700 | 6 |
| 54 | Compass Coaching and Consulting, LLC | State | $0 | 0 |
| 55 | Ellevate Advisors | State | $0 | 0 |
| 56 | Hudson & Associates Wealth Management LLC | SEC | $0 | 0 |
| 57 | KQ Wealth Management LLC | State | $0 | 0 |
| 58 | Mendenhall Capital Management | State | $0 | 0 |
| 59 | Safranek and Associates, LLC | State | $0 | 0 |
Wealth management firms in Oklahoma, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.